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BWM - Issue # 28 - August 20, 2023
Healthcare, Golf, Feta, Shorting, Earnings, Lots of Gaming, Banks, International Markets, Software, Bonds, couple of interviews, and other things to munch on...
Welcome to the twenty eighth edition of BWM (Bi-Weekly Munchies) …
Let the munching begin!
Company Write Ups/Others
Why We Don't Own Coupang Stock -- CPNG 0.00%↑ -- Write Up
CVS Health -- CVS 0.00%↑ -- Write Up
Repligen -- RGEN 0.00%↑ -- Write Up
Xpel -- XPEL 0.00%↑ -- Write Up
Learning from Tractor Supply Company -- TSCO 0.00%↑ -- Write Up
Xylem Inc. -- XYL 0.00%↑ -- Write Up
Johnson & Johnson: Odd Lot “Arbitrage” Opportunity -- JNJ 0.00%↑ -- Write Up
Healthcare Arb Winds Down -- KVUE 0.00%↑ -- Write Up
OneWater Marine Inc. -- ONEW 0.00%↑ -- Write Up
Lee Enterprises -- LEE 0.00%↑ -- Write Up
Short Idea: AURC-US (Better Mortgage) -- AURC 0.00%↑ -- Write Up
Crocs -- CROX 0.00%↑ -- Write Up
Amazon -- AMZN 0.00%↑ -- Write Up
FICO - Boring and Excellent -- FICO 0.00%↑ -- Write Up
Vale Bonds -- VALE 0.00%↑ -- Write Up
ASML Holding Deep Dive -- ASML 0.00%↑ -- Write Up
Gypsum Management & Supply -- GMS 0.00%↑ -- Write Up
Booking Holdings -- BKNG 0.00%↑ -- Write Up
Freedom Holding Corp -- FRHC 0.00%↑ -- Write Up
Archer Aviation, Inc -- ACHR 0.00%↑ -- Write Up
Apple Inc -- AAPL 0.00%↑ -- Others
Alphabet, thoughts post Q2 -- GOOG 0.00%↑ GOOGL 0.00%↑ -- Others
ANSYS INC -- ANSS 0.00%↑ -- Others
SmartRent - Accounting vs. Reality -- SMRT 0.00%↑ -- Others
United-Guardian: Patience Is the Game -- UG 0.00%↑ -- Others
The Walt Disney Company -- DIS 0.00%↑ -- Others
The Trade Desk -- TTD 0.00%↑ -- Others
Uber -- UBER 0.00%↑ -- Others
$ Zoom: Assessment of Enterprise, Competition,Valuation -- ZM 0.00%↑ -- Write Up $
$ Onfolio Holdings - Buy Thesis -- ONFO 0.00%↑ -- Write Up $
$ AerSale -- ASLE 0.00%↑ -- Write Up $
$ Sega Sammy -- $SGAMY , $6460 -- Write Up $
Ashmore Plc: Not Another UK Financial -- $ASHM.L -- Write Up
CDON: Sweden’s Everything Store -- $CDON -- Write Up
Transense Technologies -- $TRT.L -- Write Up
Sapporo Clinical Laboratory Inc -- $TYO.9776 -- Write Up
Italmobiliare -- $ITM.BIT -- Write Up
BARCO N.V. -- $EBR:BAR -- Write Up
Haier Smart Home ADR -- $HSHCY -- Write Up
Orezone Trade -- $ORE.T -- Others
Promotion
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Promotion
Company “Deep Dives” via Audio/Video Formats
Take-Two Interactive: GTA and NBA 2K -- TTWO 0.00%↑ -- Podcast
TSOH Weekly #3: Comcast -- CMCSA 0.00%↑ -- Podcast
RH: From Near Bankruptcy to Multi-Billion Dollar -- RH 0.00%↑ -- Podcast
VeriSign -- VRSN 0.00%↑ -- Podcast
Planet Labs -- PL 0.00%↑ -- Podcast
Microsoft:AI and Geopolitics -- MSFT 0.00%↑ -- Podcast
Nubank: David vs Goliaths -- NU 0.00%↑ -- Podcast
Disney (Hulu) -- DIS 0.00%↑ -- Podcast
AutoZone -- AZO 0.00%↑ -- Podcast
Roblox -- RBLX 0.00%↑ -- Podcast
Constellation Software: Altera Acquisition Analysis -- $CNSWF -- Podcast
Balenciaga -- $PPRUY -- Podcast
Nintendo -- $NTDOY -- Podcast
Thesis on Keurig Dr Pepper -- KDP 0.00%↑ -- YouTube
Hologic Stock: Diagnosing Potential Problems -- HOLX 0.00%↑ -- YouTube
Hormel Foods Stock: Compounding Profits & Calories -- HRL 0.00%↑ -- YouTube
Ryman Hospitality Properties -- RHP 0.00%↑ -- YouTube
Rubicon Organics -- $ROMJ -- YouTube
Grown Rogue -- $CSE: GRIN -- YouTube
Tiny Ltd -- $TINY.V -- YouTube
Links
Top 20 book recommendations by
Hurdle Rate Unit Trust Master Document by
Letter #109: Ryan O'Connor (2020) by
The Future of Payments: Understanding the Payment Stack by
An interview with Brian Bares by
Portfolio activity and latest thoughts: $BABA, $WOSG, $CNX, $OXY, $MO, $BRK by Hidden Value Gems
What I Learned Missing Out on a 3,647% Gain by
Podcasts+
Knowledge compounds, keep on munching!
P.S. Don’t forget to ❤️ if you enjoyed it.
BWM - Issue # 28 - August 20, 2023
Appreciate the double mention Yegor.